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Information as a Global Public Good Enabling Access to Knowledge Through Open Licenses Ted Hanss, Angela Miller ICTD2010 16 December 2010 Copyright 2010 Ted Hanss and Angela Miller. This work is licensed under the Creative Commons Attribution 3.0 United States License. To view a copy of this license, visit <http://creativecommons.org/licenses/by/3.0/us/>.

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Information as a Global Public Good Enabling Access to Knowledge

Through Open Licenses

Ted Hanss, Angela Miller

ICTD201016 December 2010

Copyright 2010 Ted Hanss and Angela Miller. This work is licensed under the Creative Commons Attribution 3.0 United States License. To view a copy of this license, visit <http://creativecommons.org/licenses/by/3.0/us/>.

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Objective The big picture Definition of OER Public goods opportunities and risks OER production processes Health OER Network case study Discussion of projects, opportunities, …

Agenda

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Objectives Understand and recognize the terminology, policy issues, and appropriate role for OER

Through a case study example, understand the steps a community can take to publish learning materials as OER

Engage in an exploration of current, planned, or potential projects

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The Big Picture Access

“Everyone has a right to education” (UN, 1948)

Need to open a new university every week to meet capacity demands (Daniel, 1996)

Transforming education Supporting life long learning Developing countries as sources of knowledge Unbundling education

• E.g., separating certification from learning

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Open Michigan Developing a culture of openness

Open access Open educational resources Open science Open source Open standards Open participatory learning

6Public Domain: Michael Reschkehttp://commons.wikimedia.org/wiki/File:OERlogo.svg

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Atkins et al. Definition (2007) “Teaching, learning, and research resources that

reside in the public domain or have been released under an intellectual property license that permits their free use or re-purposing by others.”

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OA ≠ OER Open access does not necessarily mean that you can modify, create derivative works, or re-distribute.

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E-Learning ≠ OER OER can be paper or electronic and may not contain enough context to be instructional by itself.

E-learning materials are electronic, are typically capable of being stand-alone, and imply no particular license for use.

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Who Benefits from OER? Faculty

Across institutions and across disciplines

Students at all levels Alumni Self-learners …

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Policy Implications What are the national, international, and transnational information policies and actions that will further enable OER production and use?

Copyright

“All rights reserved”vs.

“Some rights reserved”

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U.S. Constitution “The Congress shall have the power … To promote the Progress of Science and useful Arts, by securing for limited Times to Authors and Inventors the exclusive Right to their respective Writings and Discoveries.”

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International Legislation

“To encourage a dynamic culture, while returning value to creators so that they can lead a dignified economic existence, and to provide widespread, affordable access to content for the public.”

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Obtaining U.S. Copyright Copyright vests once an original work is “fixed in a tangible medium of expression”

Copyright does not protect ideas, procedures, processes, systems, methods of operation, concepts, principles, or discoveries

The “limited Times” have changed dramatically over the years

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Copyright: UK and Europe UK. Copyright, Designs and Patents Act 1988

Europe – attempts to harmonise legislation throughout Europe through a number of directives and the Berne Convention for the Protection of Literary and Artistic Works 1886

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Obtaining Copyright-UK/Europe Similar to US Copyright

Automatic (no need for registration/file)

Copyright work must be original and in a tangible form

Length of right varies depending on the type of copyright and jurisdiction. E.g., literary work in UK, life of author + 70 years.

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Obtaining Copyright-UK/Europe Similar to US

Copyright has two subsets: Economic Right (can be licensed, assigned and mortgaged) and

Moral Right a includes the right of attribution, the right to have a work published anonymously and the right to the integrity of the work.

Moral rights always resides with the creator however can be waived in some jurisdictions.

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Creative Commons Licensing

Creativecommons.org

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The Range of Licenses

Public Domain

All Rights Reserved

Least Restrictive Most Restrictive

Public Goods

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OER as Global Public Goods Non-rival through electronic publishing and distribution

Non-excludable through open licenses

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Risks Market can undersupply public goods Lack of incentives Free riders

Sovereignty can limit global coordination and compliance monitoring of production and distribution under non-market interventions

Recommendations

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Financial Recommendations Financial investments (e.g., by governments and foundations) in the creation of scholarly works licensed as OER Start with existing programs (Public pays, public benefits)

Funding of research into the effectiveness of OER

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Awareness Recommendations Governments/school boards authorize the acceptance of open textbooks and actively promote their availability

Global advocacy campaigns (e.g., by NGOs)

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Copyright Recommendations WTO TRIPS copyright exceptions for education (as with public health, but without geographic limitations)

Easier path to putting things in the public domain

Harmonization of Creative Commons licenses Governments step in and clarify educational fair use through statutory exceptions

Clear designation of copyright ownership (e.g., works for hire doctrines)

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Technical Recommendations Interoperability

The “piece-parts” of OER will work together

Portability Materials can be easily imported and exported (e.g., from learning management systems)

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Public/Private Partnership Recommendations Permit government funding to go to public/private partnerships to facilitate sustainability (private partners create value-add products and services)

Investigate models where private investment incentives facilitate OER development (e.g., tax breaks, exclusive removal of CC NC clauses)

OER Life Cycle

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Authoring

Clearing

Editing

Archiving

Publishing

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Publishing Models Staff-centric (as established by MIT) High quality; but expensive, faculty are difficult to reach, long refresh rates

dScribe approach developed at Michigan Intended to be scalable, participatory, and to drive down the cost of production

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and a team of OER specialists...

for use by students, educators and self-learners...

Motivatedstudents...

collaborate with faculty...

to gather, review, edit, and publish

course materials...

worldwide.BY: Garin Fons, Pieter Kleymeer characters by Ryan Junell

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dScribes outside of Michigan

openmichigan, Flickr(UCT, South Africa)

openmichigan, Flickr(KNUST, Ghana)

openmichigan, Flickr(UCT, South Africa)

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OERcaOERca

41https://open.umich.edu/wiki/index.php5/Open_Content_Search

42http://commons.wikimedia.org/

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Challenges Balance of student incentives Faculty motivation/incentives Metadata Prospective versus retrospective clearing

Clearing issues (copyright, privacy, endorsements)

Motivation for Health OER

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Life expectancy in years:

North America: 76

Latin America: 69

Africa: 51

Life Expectancy

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Large differences in quality of and access to care between developing and developed countries

Large differences in quality and access to care within countries

Global epidemics The successful treatment of acute disease has left an epidemic of chronic disease

Global Health Crisis

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Reduce Child Mortality Drop the under-five rate by two thirds

Improve Maternal Health Reduce maternal mortality by three quarters

Combat HIV/AIDS, malaria, and other diseases Halt and begin to reverse the spread of HIV/AIDS and the incidence of the others

Millennium Development Goals

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Any long-term solution to the global health crisis requires investment in human resources.

Only well-trained health providers can ensure: Achievement of the UN’s Millennium Development Goals,

Implementation of global vaccination and medication distribution, and

Preparation for the next epidemic

Human Resources for Health

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60 million healthcare workers 9 million are MDs (1M in the US, 3M in China)

75% are in government-run organizations Ghana case study

One half of Ghanaian med school grads practice outside the country•U-M OBGYN specialist training as an exception to brain drain

Ghana has goal of tripling the number of healthcare workers

Already at 15:1 student:teacher ratio on wards

Global Health Workers

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Distribution of Health Workers

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Health OER Network

This work has been financially supported by the Hewlett Foundation, the Gates

Foundation, the Open Society Institute, and the University of Michigan

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U-M and OER Africa working with University of Ghana, Kwame Nkrumah University of Science and Technology, University of Cape Town, and University of the Western Cape. Hold policy/sensitization workshops Identify curricular needs Emphasis on co-creation of OER that work in respective local contexts

Assess capacity to collaborate and design framework for assessing OER use

2009 Health OER Design Phase

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University of Ghana Workshop

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2009 Health OER Workshop

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The African Health OER Network

The African Health OER Network fosters co-creation of resources, enabling

institutions to share knowledge, address curriculum gaps, and use OER for improving the delivery of health education in Africa. The Network is building the socio-technical infrastructure to draw in more African and, eventually, global participants, while also

developing models of collaboration and sustainability that can be replicated in

other regions of the world.

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Participating Institutions

University of Michigan OER Africa

Kwame Nkrumah University of Science and TechnologyUniversity of Ghana

University of Cape Town University of the Western Cape

University of Malawi’s Kamuzu College of Nursing University of Botswana

Health Education and Training in Africa Project of the Open University University of Nairobi

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A Dental School for Liberia

Kathleen Ludewig Omollo, Matt Simpson, Nejay Ananaba

Health OER Examples

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Motivation and Examples Motivations and examples from African institutions

http://www.youtube.com/user/openmichigan#grid/user/DF41389B70169F26

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Links

open.umich.eduwww.oerafrica.org/healthoer

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Contacts

Ted HanssChief Information Officer

University of Michigan Medical School

[email protected]

Dr. Angela MillerIntellectual Property and Contracts

St George’s, University of London

[email protected]